Charles P. Nelson Jr., CFP®, CTFA
Vice President, Eastern Bank Wealth Management
Mr. Nelson is responsible for managing client portfolios and providing investment management, financial planning, estate planning and fiduciary services for individuals, trusts, institutions and foundations.
Mr. Nelson has over 25 years of experience in the Wealth Management field. Mr. Nelson joined Eastern Bank in October 2000 and has been a member of Eastern Bank Wealth Management since September 2001. Prior to joining Eastern Bank, Mr. Nelson spent 11 years with Scudder, Stevens & Clark in their mutual fund business.
Mr. Nelson graduated with a Bachelor of Arts in Mathematics from Boston University. He earned a Masters of Business Administration, cum laude, with a concentration in Finance, from the F.W. Olin Graduate School of Business at Babson College. Mr. Nelson holds the CFP® (Certified Financial Planner™) and CTFA (Certified Trust and Financial Advisor) designations. Mr. Nelson is on the advisory board of the Charles River YMCA in Needham. He is Past President of the Rotary Club of Needham. Mr. Nelson is a member of the Boston Estate Planning Council.
He can be reached at 617-897-1124 or by email at [email protected].